FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $506,537 | -9.4% | 13,547 | -2.9% | 0.14% | -4.7% |
Q2 2023 | $559,152 | -1.0% | 13,947 | -0.8% | 0.15% | -5.7% |
Q1 2023 | $564,665 | -0.2% | 14,060 | -0.9% | 0.16% | -6.0% |
Q4 2022 | $566,059 | +5.4% | 14,183 | -5.5% | 0.17% | -6.2% |
Q3 2022 | $537,000 | +9.8% | 15,001 | +19.0% | 0.18% | +11.2% |
Q2 2022 | $489,000 | -10.6% | 12,601 | -2.6% | 0.16% | -7.0% |
Q1 2022 | $547,000 | -3.5% | 12,935 | -1.8% | 0.17% | -5.5% |
Q4 2021 | $567,000 | +9.0% | 13,166 | -0.6% | 0.18% | -1.6% |
Q3 2021 | $520,000 | +2.8% | 13,251 | +4.3% | 0.18% | +1.6% |
Q2 2021 | $506,000 | -1.6% | 12,701 | -6.0% | 0.18% | -7.1% |
Q1 2021 | $514,000 | +3.2% | 13,510 | -4.8% | 0.20% | -3.4% |
Q4 2020 | $498,000 | -0.4% | 14,193 | -10.6% | 0.20% | -12.1% |
Q3 2020 | $500,000 | +3.7% | 15,868 | 0.0% | 0.23% | -1.3% |
Q2 2020 | $482,000 | +16.4% | 15,868 | +6.2% | 0.23% | -15.2% |
Q1 2020 | $414,000 | -3.0% | 14,944 | +26.4% | 0.28% | -1.1% |
Q4 2019 | $427,000 | – | 11,826 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |